Account and contact management
Create a single database of all accounts and contacts you work with. Use Creatio customer service to keep record of contact data, addresses with map view capability, service history, social media profiles, corporate relationship structures and the entire history of interactions. Build a 360-degree view of your customers to provide them better service.
Segment customers by various parameters to improve communications and build stronger relationships. Creatio customer service allows building custom segments by industry, revenue, service level, customer preferences or any other parameter you choose. Use dynamic segments, which are filled automatically based on the set parameters. For example, you can filter all the accounts, that you have not contacted for a month or more.
Data enrichment through social media
Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Search for and merge duplicates
Identify and eliminate duplicate records in the system in order to manage your customer database more efficiently. When creating new records Creatio customer service automatically checks for duplicates. Alternatively you can perform a manual check or schedule the recurrent search for duplicate accounts and contacts.
Build relationships and customer service processes based on a complete history of your communications. Keep track of all the tasks, calls, messages and cases of each customer. Complete customer data at your fingertips is essential to ensure the best customer experience.